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Cambria Shareholder Yield ETF
SYLD

Overview Fund Activity

162 hedge funds and large institutions have $728M invested in Cambria Shareholder Yield ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 74 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+30
Holders Change %
+22.73%
% of All Funds
2.38%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
38
Increased
74
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$101M
2
SAF
Smith Anglin Financial
Texas
$58M
3
CIM
Cambria Investment Management
California
$33.5M
4
UBS Group
UBS Group
Switzerland
$21.3M
5
HighTower Advisors
HighTower Advisors
Illinois
$5.52M

Top Sellers

1
IAN
Integrated Advisors Network
Texas
$5.64M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.4M
3
LPL Financial
LPL Financial
California
$27.7M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.4M
5
RH
RFG Holdings
Texas
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
126
Joseph P. Lucia & Associates
New York
$216K +$216K +3,203 New
BCI
127
Brinker Capital Investments
Pennsylvania
$211K +$211K +3,132 New
OPS
128
Orion Portfolio Solutions
Nebraska
$211K +$211K +3,132 New
HSWM
129
Hubbell Strickland Wealth Management
Louisiana
$209K +$209K +3,089 New
BAM
130
Belpointe Asset Management
Nevada
$207K +$207K +3,065 New
OIA
131
OneDigital Investment Advisors
Kansas
$207K +$207K +3,060 New
Comerica Bank
132
Comerica Bank
Texas
$155K -$43.9K -649 -22%
LFA
133
LGT Financial Advisors
Texas
$152K -$1.35K -20 -0.9%
AssetMark Inc
134
AssetMark Inc
California
$130K +$130K +1,920 New
TWD
135
True Wealth Design
Ohio
$117K – – –
PFBT
136
Parkside Financial Bank & Trust
Missouri
$67.6K +$67.6K +1,000 New
CTC
137
Central Trust Company
Missouri
$50.7K +$50.7K +750 New
EWM
138
Evermay Wealth Management
Virginia
$47.3K +$47.3K +700 New
ASN
139
Advisory Services Network
Georgia
$42.1K -$356K -5,270 -89%
AA
140
Ancora Advisors
Ohio
$40.5K – – –
AF
141
Advisornet Financial
Minnesota
$22.3K – – –
LC
142
Lindbrook Capital
California
$21.4K +$135 +2 +0.6%
US Bancorp
143
US Bancorp
Minnesota
$20.3K – – –
AWM
144
AllSquare Wealth Management
New York
$20.3K – – –
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6K -$18.1K -268 -52%
CJ
146
Caitlin John
Michigan
$16.5K +$16.5K +244 New
PTC
147
Private Trust Company
Ohio
$13.8K – – –
VNA
148
Valley National Advisers
Pennsylvania
$13K +$13K +200 New
JFG
149
JDM Financial Group
Texas
$10.9K – – –
CFGS
150
Concourse Financial Group Securities
Alabama
$10.5K +$676 +10 +7%
3 4 5
6
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